PCBSX Mutual Fund

PCBSX Mutual Fund

NAV$17.97
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Returns Overview

1 Month
+2.81%
3 Months
+5.41%
6 Months
+11.37%
YTD
+14.21%
1 Year
+13.78%
3 Years (annualized)
+9.67%
5 Years (annualized)
+8.40%
10 Years (annualized)
+6.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCBSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Treasury Index(^BB3YUST)
This Mutual Fund (YTD)
+14.21%
Peer Avg (YTD)
+5.40%
vs Peers
+8.81%

PCBSX Mutual Fund Performance

PCBSX performance across multiple time periods: 1-month 2.81%, YTD 14.21%, 1-year 13.78%, 3-year 9.67%, 5-year 8.40%, 10-year 6.36%.

PCBSX returns outperform the peer average of 5.40% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

PCBSX vs another fund shows side-by-side returns. PCBSX alternatives are available in the Mutual Fund Screener.